Financial Planning
Professional advice is crucial for successful financial planning.
What to expect from our financial planning process, step by step
1 - The initial meeting
This is where you will talk about your financial objectives and requirements to decide the way forward.
2 - Identifying your goals
The financial planner will ask questions and discuss your planning needs with you.
3 - Assessing your financial situation
A thorough analysis of your existing financial situation is important to design a financial plan that is meaningful and attainable.
4 - Preparing a financial plan
Your financial planner will provide you with written recommendations or a proposal about how to invest or insure yourself, based on your needs.
5 - Implementation
Once you're happy with the financial planner's recommendation, he/she will implement your financial plan with the investment, savings or insurance-based solutions you agreed on.
6 - Review
Your financial needs will change as your life changes. You may get married, have children, lose a spouse, or lose your job. You and your financial planner should have an agreement to regularly review your financial plan.
AUTHORISATION
Provide authorisation via eSign
By completing this process you can provide authorisation to your selected intermediary or any member of their staff to obtain information regarding your full financial portfolio from product providers on your behalf. This information is needed in order to analyse your financial situation.
If you select to provide authorisation now, you will get an email with a link to the authorisation webpage. Click on the link and enter the One Time Pin (OTP) send to your cell phone number to start the secure authorisation process.
Please select a financial planner
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Life Events
Every chapter of your life covered
Starting your career
There are few things more exciting than your first pay check. And few things more critical to your financial success than protecting your ability to earn an income. So make sure your future is safeguarded against illness and disability.
Getting married
The moment you say “I do”, you and your spouse are financially committed to one another for the long term. Take the time to explore your cover options and ensure that your financial future is secure should anything happen to one of you.
Buying a house
Putting down roots is one of the biggest financial commitments you’ll ever make. When it comes to applying for a home loan, make sure that the life cover you choose has a proven track record.
Having a baby
Starting a family brings with it great joy – and even greater responsibility. Make sure that your growing family’s future is secure by taking out life cover that is designed to support them financially should you pass away unexpectedly.